NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,110
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.29M
3
+$1.14M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.13M
5
THRM icon
Gentherm
THRM
+$1.05M

Top Sells

1
+$2.79M
2
+$2.42M
3
+$1.1M
4
YPRO
AdvisorShares YieldPro ETF
YPRO
+$531K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$503K

Sector Composition

1 Healthcare 8.85%
2 Technology 7.91%
3 Consumer Discretionary 7.58%
4 Industrials 6.66%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$1K ﹤0.01%
+38
1752
$1K ﹤0.01%
43
-85
1753
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100
1754
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+50
1755
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1756
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1757
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9
1758
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1759
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1760
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50
1761
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100
-300
1762
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1763
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90
1764
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1765
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1766
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50
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1769
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1770
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1771
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12
1772
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1773
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20
1774
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15
1775
$1K ﹤0.01%
63
69 70
71
72 73